The Client Service Analyst role delivers high-quality, timely, and accurate service to institutional and intermediary clients by managing client, consultant, third-party, and internal stakeholder requests across reporting, audits, due diligence, trade reconciliation, and digital service channels.
Requirements
- Understand end to end client support process, coordinating with internal and external teams to resolve client enquiries
- Ensure timely and accurate responses to high volume service activities
- Provide oversight of all client user provisioning and ensuring data accuracy
- Delivering a world-class client experience via front-line client service to clients and related third parties and responding to client queries via email and phone using Aladdin technology
- Build relationships and collaborate closely with internal partners to ensure seamless delivery of service
- Facilitate the diagnosis of complex client service issues, identify the source of service deficiencies and own their resolution
- Contribute ideas for continuous improvement, standardization, and scalability of client service operations
- Proactively communicate potential issues
Benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive healthcare
- Flexible Time Off (FTO)
- Support for working parents